Job Description
Join our dynamic finance team at Coastal Financial Partners, a leading investment firm in Virginia Beach. We're seeking a detail-oriented Senior Financial Analyst to drive strategic financial initiatives and support our growing portfolio of clients. This is an immediate opening offering competitive compensation, comprehensive benefits, and opportunities for professional growth in a collaborative environment.
Responsibilities
- Analyze financial data, trends, and market conditions to inform strategic business decisions
- Prepare detailed financial models, forecasts, and variance reports for executive leadership
- Conduct risk assessments and compliance audits for investment portfolios
- Collaborate with cross-functional teams to develop budgets and financial strategies
- Present complex financial insights through compelling visualizations and executive summaries
- Monitor industry regulations and ensure adherence to financial reporting standards
- Maintain accurate financial databases and streamline reporting processes
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in investment or corporate finance
- Advanced proficiency in Excel, financial modeling software, and ERP systems
- Demonstrated expertise in financial statement analysis and valuation methodologies
- Strong analytical skills with ability to translate complex data into actionable insights
- Excellent communication skills for presenting to C-suite stakeholders
- Certification (CFA, CPA) or active pursuit thereof